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Polaris, Summit and CEO Rudy Adolf sell a portion of their stake in the big aggregator to Centerbridge Capital Partners -- and it puts them in a minority position for the first time
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
The capital hoard positions the big aggregator to double its advised assets, one observer says
National advertising, a shift to more company stores from franchises, delivering services by an e-commerce site and using ETFs are on the table at The Mutual Fund Store
Rhode Island advisor backs off initial suit after getting most documents
The Rhode Island RIA keeps up the legal battle to clarify the size of his firm's equity stake
Making purchases is much less scary with a big roll-up at your side
RIA claims its holding company is acting too much like National Financial Partners for comfort
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